Keep customer email activity in HubSpot
Send relevant email activity to Notis and record it in HubSpot for a clearer customer history.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create a batch of emails
Creates multiple email objects for record-keeping (does not send emails) within hubspot crm in a single batch, allowing properties and associations to other crm objects to be set for each email.
Why this helps
Customer context gets harder to recover when email activity lives apart from the CRM record.
- Keep email activity near CRM context
- Reduce manual activity logging
- Make customer history easier to review
Setup
Build it in a few focused steps.
- 1Connect Api labz and HubSpot once in the Notis portal.
- 2Create a new automation and name it for customer email logging.
- 3In one instruction, ask Notis to create HubSpot email records from the activity details included in each request, with valid associations when supplied.
- 4Select a webhook trigger and a destination for run reports.
- 5Test with one real activity example and review the HubSpot record.
Questions about this workflow
Does this send an email to a customer?
No. The selected HubSpot action creates email records for record-keeping; it does not send emails.
How are email records associated with CRM records?
Include valid association details in the request and tell Notis which supplied records to associate.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Api labz to Hubspot. A trigger fires from one place; an action lands in another.
Api labz triggers
Hubspot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add asset association
Associates an existing asset ('form', 'object list', or 'external web url') with a specified hubspot marketing campaign.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add token to event template
Adds a new custom data token to an existing event template for a specified hubspot application, optionally populating a crm object property if objectpropertyname is provided.
Archive email
Archives the hubspot email specified by `emailid` by moving it to the recycling bin, making it inaccessible unless restored.
Archive a batch of emails by ID
Archives multiple hubspot crm emails by id; ids must exist as archiving is irreversible.
Archive a batch of quotes by id
Archives a batch of existing, non-archived quotes by their ids; this action is irreversible and useful for managing outdated or irrelevant quotes.
Archive batch of companies by id
Archives a batch of companies by their unique ids; targeted companies must exist, not be previously archived, and this api operation is irreversible.
Archive batch of contacts by id
Archives a batch of existing contacts by their hubspot crm ids, rendering them inactive; this action is irreversible via the api and requires manual restoration or a separate unarchive endpoint.
Archive batch of deals by id
Archives a batch of existing deals by their unique hubspot ids, removing them from active views and reports (soft delete); archived deals may be restorable.
Connect any two apps with Notis in the middle.
Api labz and Hubspot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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